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The tax issues within deceased estates presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 13 Nov 15 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • exposures for executors and obligations to beneficiaries
  • tax attributes of the deceased
  • tax treatment of the estates vs the beneficiaries
  • guiding executors and beneficiaries to minimise tax
  • CGT consequences on death
  • superannuation benefits.

Author profile

James Blackburn ATI
James Blackburn is a Partner at PwC and leads the Private Client business in Adelaide. He has over 19 years taxation, accounting and commercial experience having worked across diverse industry groups with privately owned groups, family owned and operated businesses, ASX listed companies, multi-nationals, and some of Australia's iconic high net wealth family groups and individuals. His experience includes assisting clients with their tax, superannuation and accounting obligations, succession planning, mergers & acquisitions, tax risk management, (re)structuring, capital management, inbound / outbound structuring, and executive remuneration strategies. - Current at 05 April 2016
Click here to expand/collapse more articles by James Blackburn.

 

This was presented at Estate and Business Succession Planning Day .

Get a 20% discount when you buy all the items from this event.

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Business (and family office) restructuring pre-death

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Death (deceased estates) - The tax issues within deceased estates

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